Eclipse ships improvements every few weeks. Here is what's been added recently, and how HVAC, plumbing, electrical and home-services companies are putting each feature to work.
A toll-free service number that recognizes callers by caller ID or access code, lets them choose a trade from a phone menu, and connects them to your on-call tech.
How contractors use it: a 24/7 emergency line, paid phone troubleshooting, and dedicated codes for commercial accounts.
Before a job goes out, review which techs or subcontractors will be offered it, include or leave out individuals, and arrange the batch plan: who sees it first, the interval between batches, and the estimated time to fill.
How contractors use it: offer jobs to your W-2 techs first and only then to subcontractors, or to the crew nearest the job before the rest of the region.
Save preferred and disfavored techs, certifications, credentials and tags on a customer, property manager or commercial account. Every job for that account opens with matching filters applied, and an Exclude Tags filter leaves out anyone you shouldn't send.
How contractors use it: send only EPA-certified techs to refrigerant work, keep the tech a customer complained about off their jobs, and route commercial sites to badge-cleared staff.
Assign, invite or unassign a tech for one visit, selected visits, or every later visit in a series. Availability and conflicts are still checked on each date.
How contractors use it: assign a maintenance agreement's tune-ups for the year in one move, then swap a tech out for a single week.
Save gate codes, site maps, safety data sheets or equipment manuals to an account, and attach them automatically to every new job, with role-based view permissions.
How contractors use it: techs arrive with the access instructions and equipment history for that site, every time.
Notes on an account can flow onto its jobs in the section you choose (Billing, Payment, Customer, Provider or Private), as a thread.
How contractors use it: "dog in backyard" for techs, "PO required on invoice" for billing, and private notes only the office sees.
Send a one-off email, SMS or push message to techs, customers or office staff, filtered to exactly who should get it.
How contractors use it: storm-day schedule changes, shop closures, or a reminder to customers that it's time to book a seasonal tune-up.
Send tech and subcontractor pay records to QuickBooks as vendor bills (provider invoice or remittance) alongside customer invoices, with automatic matching of providers to QuickBooks vendors and a sync log.
How contractors use it: subcontractor bills land in QuickBooks without retyping. (Eclipse tracks what you owe; you pay through your own process.)
Give each commercial account, customer or tech its own billing or payment schedule and time zone, with a warning when a job lands on a closed day.
How contractors use it: after-hours and holiday rates per contract, and different pay calendars for employees and subs.
Update customers and techs by CSV without overwriting fields you leave blank, and import up to 250 jobs per file.